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Basic actions

Your company is set up: these actions cover most of the work your property managers give you.

  • On a Tayo project, your quote or invoice arrives in Tayo, at the property manager’s, and the project’s status follows their answers.
  • A spontaneous quote or invoice creates a new project. With the BASIC plan, for your Tayo clients only.
  • What you skipped during setup stays under “Getting started” and ticks itself once done, wherever you do it. The recommended guides do not count.

Projects or property managers missing: I cannot see my clients or my projects.